The My Planning® Process
Developing a tailored written financial plan begins with assessing your present situation and mapping out the best version of your monetary future according to your specific goals. Our approach to wealth management is threefold: By working out the math in conjunction with the mindset essential to each life stage, the foundation of our winning formula for financial growth is established by finding the “perfect fit” between client and adviser.
Personalized Financial Advice
Managing your money involves more than arbitrary number crunching and churning out automated financial statements. Unlike some other financial institutions, we nurture individualized relationships based on mutual trust in combination with our customized applications of our proven investment strategies and ensure that you are never treated as just another nameless or faceless client.
Our Independence Guarantees Yours
Based in Montreal, Zagari Simpson and Associates is an independent financial firm dedicated to helping individuals and their families build strong portfolios created from carefully designed financial solutions. Since we do not manufacture any proprietary products, guidance for choosing among Guaranteed Investment Certificates, Mutual Funds, Stocks, Bonds, Options and a full range of additional financial products is based solely on your particular objectives and our thorough market knowledge.